Guerra Wealth Advisors

Guerra Wealth Advisors We are a full-service financial advisory firm helping families create wealth management strategies.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. Our mission is helping our clients manage the long-term decisions that ultimately determine the wealth which they and their families accumulate.

Retirement planning isn’t just about saving money. It’s about turning your savings into reliable retirement income.When ...
07/19/2026

Retirement planning isn’t just about saving money. It’s about turning your savings into reliable retirement income.

When your financial plan is built to minimize taxes, protect your assets, manage market risk, and create dependable income, retirement starts feeling less like defense and more like victory.

For individuals and families in Miami, South Florida, and beyond, the real question is simple:

Am I Retirement Ready?

You can also add a few hashtags separately, depending on the platform:

07/19/2026

Four opportunities. One goal. Helping you become Retirement Ready.

Join us for the Retirement Ready University Masterclass at FIU and discover strategies to help you:

• Create reliable retirement income
• Reduce unnecessary taxes
• Optimize your investments
• Protect your assets
• Build a lasting legacy

Choose the date that works best for you:

Tuesday, July 21
https://info.guerrawealth.com/retirement-ready-university-fiu-1/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxrKHYAY&utm_term=es+social+organic

Wednesday, July 22
https://info.guerrawealth.com/retirement-ready-university-fiu-2/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxbE0YAI&utm_term=es+social+organic

Thursday, July 23
https://info.guerrawealth.com/retirement-ready-university-fiu-3/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxf7tYAA&utm_term=es+social+organic

Saturday, July 25
https://info.guerrawealth.com/retirement-ready-university-fiu-4/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000x6U9VYAU&utm_term=es+social+organic

Free book, course materials, and food are included.

10955 SW 15th St, Miami, FL 33199
Graham Center - FIU

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Meet Matthew (Mateo) Lopez.If you've ever called our office, there's a good chance Matthew was the friendly voice on the...
07/18/2026

Meet Matthew (Mateo) Lopez.

If you've ever called our office, there's a good chance Matthew was the friendly voice on the other end.

As a Wealth Management Representative and holder of the Securities Industry Essentials (SIE) certification, Matthew is often the first point of contact for our clients. He works closely with our advisors to answer account questions, coordinate financial reviews, and help ensure every client receives the attentive service they deserve.

While his family and friends know him as Mateo, our clients know him as Matthew, simply to avoid confusion with another Mateo on the team.

Behind every great client experience is someone who genuinely cares, and Matthew is a big part of what makes Guerra Wealth Advisors feel like family.

Welcome Matthew in the comments.

07/18/2026

Some stories are worth reading. Others are worth living.

We're honored to be featured, but what matters most isn't being in a magazine. It's the thousands of families who've trusted us to help make work optional, not an obligation.

Thank you to every client who's been part of this journey. We're just getting started.

Should you claim Social Security at 62 or wait until 70?The answer could mean thousands of dollars every year, but there...
07/17/2026

Should you claim Social Security at 62 or wait until 70?

The answer could mean thousands of dollars every year, but there isn't a one-size-fits-all strategy.

The right time to claim Social Security depends on factors such as:
• Your health and life expectancy
• Whether you're married
• Your tax situation
• Your retirement income plan
• Other retirement assets and income sources

Many people claim benefits as soon as they're eligible simply because a friend, neighbor, or coworker did. That decision could permanently reduce your lifetime retirement income.

At Guerra Wealth Advisors, we help clients evaluate their entire financial picture before making important retirement decisions. Social Security should work as part of your overall retirement income strategy, not as a standalone decision.

If you'd like personalized guidance, schedule a complimentary consultation with our team:
https://tinyurl.com/czhkzf7c

Ideal for individuals and couples age 45+ with $200,000+ in investable assets living in the Miami-Dade area.



This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

07/17/2026

Congratulations to Mercy Velasco and Lukas Olivares on earning their Financial Paraplanner Qualified Professional (FPQP®) designation. This certification reflects their commitment to expanding their knowledge in retirement planning, investments, tax strategies, estate planning, and comprehensive financial planning, allowing them to better serve our clients every step of the way.

Every great retirement plan starts with a conversation.At our Retirement Ready Masterclass at FIU, Jorge Perez is helpin...
07/17/2026

Every great retirement plan starts with a conversation.

At our Retirement Ready Masterclass at FIU, Jorge Perez is helping attendees get answers to the questions that matter most, from creating reliable retirement income to reducing taxes, protecting their legacy, and making confident financial decisions for the future.

Retirement isn't just about having enough money. It's about having a plan that gives you confidence and peace of mind.

Join us next week for one of our four FREE Retirement Ready Masterclasses at FIU.

Topics include:
• Retirement income planning
• Tax-saving strategies
• Investment management
• Estate planning
• Social Security and more

Workshop Dates:
Tuesday, July 21
https://info.guerrawealth.com/retirement-ready-university-fiu-1/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxrKHYAY&utm_term=es+social+organic

Wednesday, July 22
https://info.guerrawealth.com/retirement-ready-university-fiu-2/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxbE0YAI&utm_term=es+social+organic

Thursday, July 23
https://info.guerrawealth.com/retirement-ready-university-fiu-3/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000yxf7tYAA&utm_term=es+social+organic

Saturday, July 25
https://info.guerrawealth.com/retirement-ready-university-fiu-4/?utm_source=FIU&utm_medium=Workshop&utm_campaign=701UN00000x6U9VYAU&utm_term=es+social+organic

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

07/16/2026

How many more years are you working because you want to... and how many because you think you have to?

This story is a reminder that retirement isn't just about reaching a bigger number. It's about making sure you don't sacrifice years you'll never get back chasing a goal you've already achieved.

Many people delay retirement because they don't feel financially ready, even when they already have enough. The only way to know is to have a plan.
If you're in your 50s or 60s and wondering, "Can I actually afford to retire?" now is the time to find out.

Schedule a complimentary Retirement Readiness consultation with our team and discover whether work can become an option instead of an obligation.

Book your appointment today:
https://tinyurl.com/czhkzf7c

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

07/15/2026

Many retirees make one major retirement budgeting mistake: they assume their spending will remain the same throughout retirement.

In reality, retirement often happens in phases.

Your early retirement years may include travel, golf, cruises, hobbies, dining, and more time with family. Later years may bring different lifestyle priorities, healthcare expenses, and financial needs.

That is why creating a retirement budget is about much more than tracking monthly bills.

It is about understanding how your retirement expenses may change and determining whether your income can support the lifestyle you want.

Download our FREE Monthly Retirement Budget Worksheet to:

• Organize your monthly expenses
• Estimate future retirement costs
• Account for inflation and healthcare
• Build a more informed retirement plan

Download your complimentary worksheet:
https://tinyurl.com/28ppk7xw



Designed for Miami-Dade residents age 45+ who have saved $200,000 or more and want to make work optional, not an obligation.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Consult with a qualified fiduciary advisor before making financial decisions.

We're Growing. Join the Team That's Redefining Retirement Planning.Guerra Wealth Advisors is hiring experienced Wealth A...
07/15/2026

We're Growing. Join the Team That's Redefining Retirement Planning.

Guerra Wealth Advisors is hiring experienced Wealth Advisors and Senior Wealth Advisors who are passionate about helping families retire with confidence.

If you're looking for more than just another advisory role, this is your opportunity to join a firm that invests in your success with qualified appointments, a collaborative culture, elite mentorship, and significant earning potential.

Open Positions

Senior Wealth Advisor
$200,000 to $400,000+

Ideal for experienced advisors ready to lead client relationships, mentor fellow advisors, and make a greater impact while growing their careers.

Wealth Advisor
$120,000 to $250,000

Perfect for advisors looking to accelerate their careers with a steady flow of qualified prospects, comprehensive planning support, and a clear path for long-term growth.

Why Join Guerra Wealth Advisors?

• Qualified lead flow and scheduled appointments
• Fiduciary, planning-first approach
• High-performance, team-oriented culture
• Elite mentorship and ongoing professional development
• Uncapped earning potential
• Meaningful work helping families achieve retirement confidence

If you're ready to take your advisory career to the next level, we'd love to hear from you.

Apply today:
https://guerrawealth.com/careers/

Or email your resume to:
[email protected]

Know an exceptional advisor? Share this opportunity or tag them in the comments.

Address

6401 SW 87th Avenue Ste 119
Miami, FL
33173

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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